Bogart Wealth LLC’s Energy Transfer Partners, L.P. ETP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,676
| Closed | -$60K | – | 388 |
|
2018
Q3 | $60K | Sell |
2,676
-1,966
| -42% | -$44.1K | 0.03% | 129 |
|
2018
Q2 | $88K | Hold |
4,642
| – | – | 0.05% | 108 |
|
2018
Q1 | $78K | Buy |
4,642
+1,000
| +27% | +$16.8K | 0.05% | 108 |
|
2017
Q4 | $65K | Hold |
3,642
| – | – | 0.04% | 117 |
|
2017
Q3 | $67K | Buy |
+3,642
| New | +$67K | 0.05% | 110 |
|